Prefill dates in forms

stolst00
stolst00 ✭✭
edited 12/09/19 inSmartsheet Basics

Is it possible to prefill dates in forms? I am looking to fill the following in my forms:

-todays date


-4 business days in future based on todays date


-Tomorrows date if submission is after 3pm

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi,

    Unfortunately, it's not possible to pre-fill or calculate dates in the form at the moment, but it's a great idea!

    Please submit an Enhancement Request when you have a moment.

    As a workaround, you could do the calculation on the sheet instead, but the date will update each time the sheet is opened and saved if we use the TODAY function. The submitter could select today's date, and the rest could happen on the sheet.

    Another option could be to use a third-party form solution instead.

    Would that work?

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • H.Arsenault
    H.Arsenault ✭✭✭

    I have a column in my sheet that auto-populates dates. You may need to manually enter the today date and not sure how you could make it work for the tomorrow's date if submission is after 3pm (again this may need to be manual) however it should work for the 4 days later (not sure about specifying of business days, again may need to add into calculation manually). This is how it worked for me:

    Enter this following formula into the cell you wish to be 4 days later:

    =[ColumnName][Row#]+[#ofDays]

    example: My column named is "Updated". If I want row 5's follow up date to be 30 days after the last "update" date, I use=Updated5+30

    If you are adding this column into a already filled sheet you should be able to copy (using the bottom right corner of the cell) the column all the way down, just as you would in Excel.

    Hope that helps!

  • LGoller
    LGoller ✭✭✭
    edited 02/20/19

    That's actually easy. Just create a automatic column in your underlying smartsheet that captures "Creation Date". That will give you the date that the form is entered.

    https://help.smartsheet.com/articles/1964567-system-columns

    没有办法extract the timestamp (that could be a feature request). However, you could change your time zone so that Smartsheet thinks you are 9 hours in the future. That would change your date to the next date. (i.e. go from GMT-5 Eastern to GMT+4 Asia

    The you add a date column that adds to your timestamp created date: i.e the formula would be:

    =Created1 + 4

    Test this out and see if it works for you.

    LG

Ok, how about using a helper column with a 0 or 1 being input by your automation, and then use this as the trigger. So set the default on the column to 0, and if an attachment is there, leave it at 0. Then if an attachment is not there workflow will set it to 1, and that would trigger the automated workflow to run.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":108286,"type":"question","name":"Configuring Predecessors in forward scheduling vs backward scheduling","excerpt":"I have a user who wants to schedule some projects in a forward-looking manner (top to bottom) and schedule other projects in a backward-looking manner (bottom to top). To explain to her how Predecessors would need to be configured in either scenario, I created the little example shown below. In the FORWARD section, the…","snippet":"I have a user who wants to schedule some projects in a forward-looking manner (top to bottom) and schedule other projects in a backward-looking manner (bottom to top). To explain…","categoryID":321,"dateInserted":"2023-07-29T00:11:14+00:00","dateUpdated":null,"dateLastComment":"2023-07-31T14:48:51+00:00","insertUserID":163593,"insertUser":{"userID":163593,"name":"George Speier","url":"https:\/\/community.smartsheet.com\/profile\/George%20Speier","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-31T18:25:01+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":163593,"lastUser":{"userID":163593,"name":"George Speier","url":"https:\/\/community.smartsheet.com\/profile\/George%20Speier","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-31T18:25:01+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":35,"score":null,"hot":3381405605,"url":"https:\/\/community.smartsheet.com\/discussion\/108286\/configuring-predecessors-in-forward-scheduling-vs-backward-scheduling","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108286\/configuring-predecessors-in-forward-scheduling-vs-backward-scheduling","format":"Rich","lastPost":{"discussionID":108286,"commentID":388026,"name":"Re: Configuring Predecessors in forward scheduling vs backward scheduling","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388026#Comment_388026","dateInserted":"2023-07-31T14:48:51+00:00","insertUserID":163593,"insertUser":{"userID":163593,"name":"George Speier","url":"https:\/\/community.smartsheet.com\/profile\/George%20Speier","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-31T18:25:01+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/4M6FSYYJUAME\/predecessors2.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"predecessors2.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-31T14:47:57+00:00","dateAnswered":"2023-07-29T20:17:17+00:00","acceptedAnswers":[{"commentID":387957,"body":"

This has to do with how a milestone is represented (ie. a 0 day duration). If you hard type milestone without a predecessor or successor, it will show up as the beginning of that day instead of the end of the day. If you have a milestone that is following a standard finish to start logic, it will show up at the end of the previous activity. <\/p>

So, Task B4 in the backwards version is actually saying that the completion happened in the 00:00 hr of that day. if you put any activity in that has a duration and uses the start to finish relationship, that activity will naturally finish at the end of the previous day. So, to get your example above to work, the finishing task would need to be 1 day long so it takes up the full work day. I found it easier to visualize if you zoom all the way in on the gantt chart so you can see the diamond symbol of the milestone at the beginning and end of the days when used in different set ups.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108291,"type":"question","name":"Conditional formatting in Gantt not working with dependencies","excerpt":"For some reason it seems like my conditional formatting rules aren't being applied to certain rows in the Gantt chart side of this sheet. The problem is resolved if I disable dependencies, but I need those and don't understand why this should matter since I don't have any rules related to status or % complete in the…","snippet":"For some reason it seems like my conditional formatting rules aren't being applied to certain rows in the Gantt chart side of this sheet. The problem is resolved if I disable…","categoryID":321,"dateInserted":"2023-07-29T22:50:55+00:00","dateUpdated":null,"dateLastComment":"2023-07-30T15:38:08+00:00","insertUserID":164323,"insertUser":{"userID":164323,"name":"smbailey","title":"Senior Business Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/smbailey","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-30T15:36:49+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":164323,"lastUser":{"userID":164323,"name":"smbailey","title":"Senior Business Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/smbailey","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-30T15:36:49+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":30,"score":null,"hot":3381404343,"url":"https:\/\/community.smartsheet.com\/discussion\/108291\/conditional-formatting-in-gantt-not-working-with-dependencies","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108291\/conditional-formatting-in-gantt-not-working-with-dependencies","format":"Rich","tagIDs":[219,319,437,439],"lastPost":{"discussionID":108291,"commentID":387971,"name":"Re: Conditional formatting in Gantt not working with dependencies","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387971#Comment_387971","dateInserted":"2023-07-30T15:38:08+00:00","insertUserID":164323,"insertUser":{"userID":164323,"name":"smbailey","title":"Senior Business Systems Analyst","url":"https:\/\/community.smartsheet.com\/profile\/smbailey","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-30T15:36:49+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/4N6Y1NCLVR43\/2023-07-29-15-46-58-281-29-moving-plan-smartsheet-com.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"2023-07-29 15_46_58-(1) Moving plan - Smartsheet.com.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-30T15:39:24+00:00","dateAnswered":"2023-07-30T09:21:36+00:00","acceptedAnswers":[{"commentID":387967,"body":"

Hi @smbailey<\/a> <\/p>

I hope you're well and safe!<\/p>

I can't see any rows in your screenshot that should be colored differently. Parent rows can't be changed.<\/p>

Can you share more screenshots with the conditional formatting options used on a few child rows?<\/strong> (Delete\/replace any confidential\/sensitive information before sharing) That would make it easier to help. <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic weekend!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":319,"urlcode":"functionality","name":"functionality"},{"tagID":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"},{"tagID":439,"urlcode":"gantt-view","name":"Gantt View"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4896,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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